Read our latest thoughts on Estate Planning, Trust Services and Asset Management.
Macro 12/6/2024
The eurozone faces growing economic turmoil as Germany & France, its largest economies, stumble. With rising debts, weak growth, and structural imb...
READ MOREFinancial Advisor 12/3/2024
Financial advisors face a transformative moment: the largest wealth transfer in history as late-era Baby Boomers retire. Leveraging tools like the ...
READ MOREDunham Deep Dive 11/29/2024
Q3 GDP rose 2.8%, powered by defense spending but raising concerns about inflation and rising debt. The U.S. Treasury faces a $7 trillion refinanci...
READ MOREFinancial Advisor 11/26/2024
Finding the perfect gift for clients doesn’t have to be a challenge. Discover 10 thoughtful and creative gift ideas under $100 tailored for financi...
READ MOREDunham Deep Dive 11/22/2024
From U.S. grads grappling with debt and fewer jobs to Japan’s inflation-hit households cutting back, and Germany’s economic slowdown threatening th...
READ MOREClient Acquisition 11/19/2024
As a financial advisor, you grow client relationships one interaction at a time. Find out how to get in front of new clients using simple, powerful...
READ MOREDunham Deep Dive 11/15/2024
Here are three financial trends shaping the global economy: China’s $1 trillion trade surplus, the rise of double defaults in commercial real estat...
READ MOREEstate Planning 11/12/2024
Is the Tax Cuts and Jobs Act set for a 2026 sunset, or could an extension offer temporary tax relief? We examine potential impacts on estate planni...
READ MOREMacro 11/8/2024
Emerging markets have trailed behind developed economies, but their deep valuation discounts present intriguing opportunities. Balancing growth pot...
READ MOREFinancial Advisor 11/5/2024
Discover 7 tax-saving strategies to help clients minimize taxes on business real estate sales. From installment sales to charitable trusts, these a...
READ MOREMacro 11/1/2024
Despite the hype from the latest BRICS summit, a unified BRICS currency is still a long shot. Economic imbalances and reliance on the U.S. dollar h...
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